RGT Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RGT Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$40K	Hold	359	–	–	0.01%	91
2022 Q2	$43K	Hold	359	–	–	0.01%	96
2022 Q1	$46K	Hold	359	–	–	0.01%	95
2021 Q4	$46K	Buy	+359	New	+$44.7K	0.01%	142
2016 Q4	–	Sell	-3,346	Closed	-$282K	–	133
2016 Q3	$282K	Buy	+3,346	New	+$285K	0.17%	79

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGT Wealth Advisors's SDY Position: Q3 2022 in Review

RGT Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2022 at 359 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #91.

RGT Wealth Advisors first reported a position in SDY in Q3 2016 and has held it in 5 quarters since. The position peaked at $282K in Q3 2016. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

RGT Wealth Advisors held 359 shares of State Street SPDR S&P Dividend ETF worth $40K as of Q3 2022.
RGT Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2022.
State Street SPDR S&P Dividend ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #91 holding.
RGT Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and has held it in 5 quarters since.
RGT Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $282K in Q3 2016.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.